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Disclosery

BFSG, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BFSG, LLC on AGG, newest first. How the timeline and the estimate are built.

BFSG, LLC held 5,980 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,980 shares
    Change vs previous 13F +239 shares

    0.05% of the 13F portfolio, value $591,901.

    13F-HR 0001706836-26-000003 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,741 shares
    Change vs previous 13F -338 shares

    0.05% of the 13F portfolio, value $569,910.

    13F-HR 0001706836-26-000002 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,079 shares
    Change vs previous 13F -8,747 shares

    0.06% of the 13F portfolio, value $607,171.

    13F-HR 0001706836-26-000001 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,826 shares
    Change vs previous 13F +8,784 shares

    0.14% of the 13F portfolio, value $1,486,307.

    13F-HR 0001706836-25-000007 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,042 shares
    Change vs previous 13F -121 shares

    0.07% of the 13F portfolio, value $599,367.

    13F-HR 0001706836-25-000005 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,163 shares
    Change vs previous 13F +81 shares

    0.07% of the 13F portfolio, value $609,644.

    13F-HR 0001706836-25-000004 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,082 shares
    Change vs previous 13F +748 shares

    0.07% of the 13F portfolio, value $589,346.

    13F-HR 0001706836-25-000002 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,334 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $540,175.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).